7:00 - 10:00 p.m.

Networking Reception and Dinner Event at One World Observatory

Speakers

Keynote Speaker

Charlene Li

Charlene Li is the founder and CEO of Altimeter Group and the author of the New York Times bestseller Open Leadership. She is also the co-author of the critically acclaimed, best-selling book, Groundswell, which was named one of the best business books in 2008. Her latest book, The Engaged Leader was published in March of 2015.

She is one of the foremost experts on social media and technologies and a consultant and independent thought leader on leadership, strategy, social technologies, interactive media and marketing. Formerly, Li was vice president and principal analyst at Forrester Research, worked in online newspaper publishing and was a consultant with Monitor Group. Fast Company named her one of the 100 most creative people in business in 2010 and one of the most influential women in technology in 2009.

Li is frequently quoted by leading media outlets such as The Wall Street Journal, New York Times, USA Today, Reuters and The Associated Press. She has appeared on 60 Minutes, PBS NewsHour, ABC News, CNN and CNBC. She is a much sought-after public speaker and has keynoted top conferences such as the World Business Forum, World Economic Forum, American Society of Association Executives, SXSW and Web 2.0.

She is a graduate of Harvard Business School and received a magna cum laude degree from Harvard College.

Industry Leaders

Alfons Marquez

IT Vice President, Digital & Software

Schneider Electric

Alfons Marquez is the IT Vice President Digital & Software at Schneider Electric and he is based in Boston. As part of his current duties he is building the IT capabilities to support new Digital services offers relying on subscription economy models.

His previous career had three parts, beginning with consulting at CSC and Cap Gemini, followed by an entrepreneurial period founding Little Planet, an SAP consulting firm and finally moving to Industrial leading global companies such as Delphi Automotive and Areva T&D. He has hold the several roles covering from Service Delivery, Program Management, Architecture and Strategy, being the last two prior to Schneider the IT VP for Areva Transmission & Distribution and the IT Executive at Delphi running the Enterprise Operating System (EOS) Program supporting the company’s four year strategy plan.

Burges Karkaria

CTO – Marketing & Customer Experience

Intel

Burges Karkaria is the CTO of Customer Experience (CX) and Marketing at Intel. He is in charge of driving the strategy and long term roadmap for Intel’s CX and Marketing Platforms. Some of his primary focus areas include:

• Driving transformational business value for Intel Sales and Marketing via technology such as big data and advanced analytics.

Burges has performed several senior technologist roles in his career over the last couple decades. His career journey at Intel spans a rich cross functional path from leading the Digital Supply Chain for Intel’s new businesses to driving core advances in Intel’s products as well as their finance, manufacturing and legal systems. He currently has around two dozen patents /patents pending, as well as publications in premier books such as the Encyclopedia of Health Care Systems.

As an industry leader in cloud platforms and technologies he sits on several executive advisory boards of top tier SaaS companies. He also works with academia to help shape the curricula to address relevant industry trends.

Chuck Costas

Principal Director, Life Sciences

Accenture

Mr. Costas is a Principal Director in Accenture’s West Coast Products/Life Sciences practice. He has over 18 years experience in the in the pharmaceuticals and biotech industry, with a focus in health care professional engagement. He has extensive experience in the Commercial and Medical life sciences space including the implementation of custom and packaged CRM/SFA tools, sales portals, new selling models, and was one of the original thought leaders who helped evolve the concept of Closed Loop Marketing for the Life Sciences industry.

Mr. Costas’ work has focused on the helping clients design their digital and multi-channel strategies and capabilities across sales, marketing, and service to improve customer engagement.

Ed Kloskowski

Head of Commercial IT for Shire Pharmaceuticals

Shire

He and his team partner closely with Sales, Marketing, Market Access, Patient Services, and Commercial Operations to bring innovative and efficient technology solutions to the Shire brands in our Rare Disease, Neuroscience, and Gastrointestinal Business units. He has created and implemented a lean operating model that closely aligns the Shire’s business mission. Ed Joined Shire in 2011 and has led various enterprise initiatives and participated in several M&A integrations.

Ed has 20 years of experience in Pharmaceutical Commercial IT organizations having previously held positions of increasing responsibility with Bristol-Myers Squibb from 1999-2011 in many therapeutic areas such as CV-Metabolics, Oncology, and Immunology. Under Ed’s leadership Shire has implemented several key initiatives such as State and Federal Transparency Reporting program; Master Data Management implementation; and most recently completing the rollout of the Veeva CRM system to all Shire field sales forces. His global mindset springs from having worked, travelled, and lived in Shanghai, China; Mexico City, Mexico; and Bolivia, South America where he became conversant in Spanish. Ed is a graduate of Villanova University, Villanova PA.

Having recently relocated to the Boston area Ed continues to maintain an unhealthy amount of hobbies including: Brewing and Judging beer; Climbing; Robotics; ultra-marathon running; and Ironman Triathlons. His biggest sources of pride though are his son Jay aged 20 majoring in Organic Chemistry and his daughter aged 15 majoring in growing up too fast.

Dr. James Lacey

Director, Division of Cancer Etiology

City of Hope

Jim Lacey is a cancer epidemiologist at City of Hope, which is a Comprehensive Cancer Center located in Los Angeles, CA.

He earned his M.P.H. and Ph.D. from the University of Michigan School of Public Health, in Ann Arbor, MI. He completed a postdoctoral fellowship at the U.S. National Cancer Institute, which is part of the National Institutes of Health, in Bethesda, Maryland, and then for another 8 years led and collaborated on a wide range of epidemiologic research studies at the NCI. In 2009, he joined the Department of Population Sciences at City of Hope, where he is now Director of the Division of Cancer Etiology. His research primarily focuses on the clinical epidemiology of female reproductive cancers, and in recent years he has also led a significant effort to modernize and innovate the ways in which epidemiologic research is conducted. He currently leads two multi-year projects, which together are receiving over $20 million dollars in Federal Government funding, that are adapting and applying cloud computing, mobile health, big-data, industrial-scale logistics, and customer-engagement principles to improve cancer research.

John Cusano

Managing Director, Global Insurance Lead

Accenture

John is the Senior Managing Director for Accenture’s Insurance Industry globally. In this role, John is responsible for the growth and strategic direction of Accenture’s Insurance business including the firm’s vertical offerings and industrialized solutions, investments in software and offshore services. John is a member of the senior leadership team for Accenture’s Financial Services Operating Group. John is also the Global CAL for AIG.

In his twenty-six year tenure with Accenture, he has extensive experience in the planning, management and delivery of complex, large-scale transformational change programs for a variety of financial institutions. John also spent several years serving global insurance clients in Zurich, Paris, London and Toronto.

In previous roles, John served as the Managing Director for Accenture’s North America Insurance business.

John received a Bachelor of Arts degree from the University of Virginia and an MBA from New York University’s Stern School of Business.

Katie Firth

VP, Head of Sales Reporting & CRM

John Hancock Investments

Katie is the Head of Sales Reporting and CRM (Salesforce.com) at John Hancock Investments.

Prior to joining John Hancock in June 2014, Katie spent 13 years with State Street Global Advisors leading business process management and CRM system implementations, managing business intelligence reporting, as well held business and sales strategy roles.

Katie has her MBA with a concentration in Finance from Boston University and a B.A. from Colby College where she majored in Economics and Mathematics.

Marc Carrel-Billiard

Global Technology R&D Lead

Accenture

Marc Carrel-Billiard is the Global Managing Director of Technology R&D at Accenture. In this role, he oversees the Accenture Technology Labs, Accenture Open Innovation, and he directs Accenture’s annual Technology Vision research, which looks at the future of enterprise IT.

Marc has been with Accenture for more than 18 years and has worked across all the five industries we serve. Before taking on leadership of Technology R&D, Marc was the global lead for Emerging Technology in Accenture. He has held several global leadership roles within Accenture’s technology group, including within Application Portfolio Optimization and SOA/Integration Architecture. He has worked across several cutting-edge areas of IT including voice recognition, knowledge-based systems and neural networks.

Marc is one of a select group of Accenture certified Master Technology Architects, and is also a Solution Architect and Select Quality Assurance director. He has broad software engineering and delivery experience, particularly in areas such as component and object-oriented technologies.

Before joining Accenture in 1998, Marc was part of IBM Global Services where he published several articles and books on C++ and Java programming with Prentice Hall. Marc currently is based in Accenture’s Technology Labs in Sophia Antipolis, France. He lives in Vence, France with his wife and his passions include photography and hiking.

Matthew F. Dortch

Managing Director, Life Sciences

Accenture

Mr. Dortch is a Managing Director in the “Intelligent Commercial Solutions” Service Line of Accenture’s Global Life Sciences practice. He has over 16 years of experience developing and delivering business and technology change programs within sales, marketing and customer service organizations. He also leads Accenture’s Customer Experience offering within Life Sciences.

Mr. Dortch’s work has focused extensively on customer experience strategy, design, implementation and run of solutions that span the full commercial lifecycle across sales, marketing and service. He has remained dedicated to the Life Sciences industry over the past 9 years.

Michael Schwartz

Director of Product Marketing, Life Sciences

Salesforce

Michael Schwartz is Director of Product Marketing, Life Sciences at Salesforce. As part of the Healthcare and Life Sciences team, Michael works to bring customer success to biopharmaceutical, medical device, and diagnostic companies. He brings 15 years of industry experience ranging from medical devices to precision medicine. Before joining Salesforce, he was VP Marketing at Fluxion Biosciences, a company he co-founded to create precision oncology diagnostics based on circulating blood markers. He also held management and development positions at Advanced Stent Technologies (Acquired: Boston Scientific) and Biocardia. Michael received his MS from Columbia University and BS from UC Berkeley, both in Bioengineering.

Mike Maresca

Managing Director – Internal IT, Portfolio Applications Management

Accenture

Mike Maresca leads sales and CRM technologies for Accenture’s high-performance IT organization. In this capacity, he is responsible for the digital capabilities that Accenture enable account teams to serve clients in 120 countries. Collaborating closely with Accenture’s Sales and Delivery organizations, Mr. Maresca oversees the teams responsible for developing and delivering CRM, sales, account management and team services capabilities. Prior to joining the IT organization, Mr. Maresca spent 17 years in Accenture’s Technology organization, where he led major systems programs for retail and consumer products clients. He has a bachelor’s degree and a master’s degree in aerospace engineering, both from Iowa State University.

Sean Freeburger

Managing Director – Internal IT, Applications Management

Accenture

As a managing director in Accenture’s Internal IT organization, Sean Freeburger is responsible for Accenture’s global sales technologies, which equip Accenture’s workforce with capabilities to serve clients anytime anywhere. Previously, Mr. Freeburger led a variety of IT portfolios, including ventures and acquisitions, Accenture software, business intelligence, quality assurance and application architecture. Prior to joining Internal IT, he ran large systems implementation projects across several industries and technology platforms in Accenture’s Products operating group. Mr. Freeburger has a bachelor’s degree in aeronautical and astronautical engineering from the University of Illinois at Urbana-Champaign.

Sara Porter

Director – Global Sales Effectiveness

Accenture

Sara Porter leads global sales effectiveness for Accenture. In this capacity, she drives programs that enable Accenture to efficiently and effectively execute sales activities to support its growth aspirations. With a focus on helping Accenture and its people achieve high performance, she recently led the implementation of Accenture’s Manage mySales digital sales platform, built on salesforce.com, and rolled out in an unprecedented five months. Prior, Ms. Porter spent 10 years in Accenture’s Management Consulting organization, where she designed and deployed customer service, sales and large-scale supply chain systems. She has a bachelor of arts degree in political science and leadership studies from the University of Richmond.

Steve Santana

Vice President of Customer Engagement Platforms

Pearson

Steve is the Vice President of Customer Engagement Platforms at Pearson where he is leading the shift to a globalized, customer centered architecture. Prior to Pearson, Steve was responsible for transforming the IT landscape at Ciena Corporation to an integrated cloud platform across critical Sales, Marketing, IT, and HR initiatives. Steve has also held global Sales, Marketing, IT, and Product Development roles at Nortel, Bay Networks, and Apple.

Plenary

Keynote:
The Engaged Leader: A Strategy for Your Digital Transformation

Charlene Li, Founder and CEO of Altimeter Group

Digital and social technologies have revolutionized relationships—and leadership is not immune. Despite the pressure to engage, leaders remain on the sidelines, paralyzed by fear and the unknown. In order to be truly effective today, leaders must adapt to the demands and opportunities of digital leadership. To be a true digital leader requires a metamorphosis: you must connect directly by listening, sharing and engaging using digital technologies. This metamorphosis is not easy, comfortable or painless. We will also discuss common objections and concerns of leaders—and how to address them.

Innovation is a strong catalyst for growth in today’s digital world. Along with growth and opportunity comes challenges as well. How to best leverage innovative approaches to maximize the value you get from Salesforce? Hear from our panel of thought leaders on how some of today’s most important trends can be applied to get better business results. Topics include taking customer experience to the next level; balancing speed and agility against the need for effective governance, intelligent automation and predictable disruption.

Join these executives for their C-level perspectives on the market forces driving business in this era of digital disruption. Hear their views on the importance of industry-focused solutions, the strategic value of innovation and how best to apply it, and the leadership qualities that help make organizations successful

Strategy for Driving a Successful CRM Transformation at John Hancock Investments

John Hancock Investments is using Salesforce as their CRM solution to consolidate and share customer information across sales, marketing and operations. They began their journey with a six-week strategy program to ensure executive alignment, gain an understanding of high level capabilities their users wanted, and set a multi-phase implementation roadmap. They quickly moved into gathering requirements and implementing phase 1. They are currently working on Phase 2, largely focused on enhancing the mobile experience. This session will cover the importance of setting your CRM strategy upfront, establishing strong partnerships, being thoughtful about what you build and tricks to driving user adoption.

Digitizing Shire’s Engagement Model

Ed Kloskowski, Head of Commercial IT, Shire

Shire, a global innovator in specialty biopharmaceuticals, enables people with life-altering conditions to lead better lives. In this session, you will learn how Shire is transforming its Salesforce solution to meet the increased demands and expectations of its customers. Through effective digital channels and leveraging Salesforce, Shire aims to improve the identification of individuals who are suffering from life altering conditions, helping to connect patients with healthcare providers to aid early treatment. Hear about our vision as we look to digitize our engagement model.

Learn how Accenture, a global professional services company serving clients in 120 countries, addressed the challenge of working with disconnected offline and online tools that were used to manage its sales process. Accenture’s Internal IT and Global Sales and Pricing organizations collaborated to set a three-year vision and road map to digitize sales. Within five months, the team delivered the first phase – Manage mySales, a Salesforce-based CRM solution that provided the core capabilities of account, contact and activity management to 25,000 users. Leveraging standard capabilities of Salesforce, the global platform also features custom enhancements driven by account team feedback. The next phases will continue to evolve and extend technology and processes, including the use of Sales Cloud Lightening. The session will highlight Accenture’s digital sales journey thus far, with a focus on lessons learned and keys to success.

Hear how Pearson, the world’s leading learning company, with 40,000 employees in more than 70 countries, is transforming to the cloud with Salesforce across marketing, sales and customer service. Driving global benefits with local business needs, Pearson has redesigned their end-to-end customer relationship processes and is over a year into a multi-year implementation of an integrated Sales, Service and Marketing Cloud global solution. Pearson will discuss how they are realizing business value at each step of their complex, large-scale transformation that includes integration, data privacy, data residency and organizational components and will share valuable lessons that you can apply to your Salesforce journey.

Join Schneider Electric, a worldwide leader in energy management solutions with more than 160,000 employees worldwide, in hearing about their multi-year journey with Salesforce. What began five years ago as the largest Salesforce implementation in Europe impacting customers across sales, marketing, customer care, issue-to-prevention and services, has continued to evolve to new and innovative uses of Salesforce that are boosting Schneider Electric’s competitive positioning. Learn about their recent innovative approaches to external customer identity management connected to the CRM system and also on the asset lifecycle with real life experience on connected assets.

Breakouts

Industry and technological trends are changing the way life sciences companies engage with Health Care Providers. We will discuss the major trends causing this disruption and what life sciences can and are doing to stay ahead of the curve.

Unlocking Omni Channel Sales and Service

Enabling an omni-channel strategy to meet – and exceed—the expectations of an increasingly digital-savvy customer base is both an imperative challenge as well as a tremendous opportunity for the Communications industry. Customer expectations for simple, efficient, and delightful sales and services experiences are higher than ever before. Join us to learn how Salesforce, Accenture, and the Vlocity Communications Industry Cloud can unleash your omni-channel strategy, driving revenues, cost efficiencies, and customer sentiment benefits along the way.

Exceeding the Expectations of a More Informed & Demanding Client Base in the Financial Services Industry

Customer engagement with financial services providers is evolving. A changing competitive landscape and rapidly shifting industry and technological trends are converging to create a world in which financial services customers are looking for and expecting a provider to have more to offer than a single product. And at the same time, they want an omni-channel experience, anytime, anywhere. There is a blurring of lines on who is selling which products (e.g., life insurance selling wealth products) and employees are asking for the tools to support this customer. With so many new ways to engage customers, it is critical to understand and leverage customer data and product knowledge. Hear how leading financial services organizations are using Salesforce along with other technologies to enable and consolidate this data and create an integrated customer experience--one that connects the dots for new opportunities and drives collaboration to accelerate sales growth.

Solutions Showcase

The Accenture Intelligent Patient Platform is a set of technologies, organized into four components to enable patient-centered solutions. The Patient Engagement component is directly aligned to the Salesforce product set. Health Cloud is the latest product from Salesforce focusing on care management giving healthcare providers new ways to make smarter care decisions, engage with patients across their caregiver networks and manage patient data. Expanding IPP on Health Cloud provides the real differentiation for Clinical Engagement by putting the patient at the center of every decision. The Care Management solution leverages Salesforce functionality and Accenture’s own asset creation to provide remote care management.

Digital Insurers Solutions

The Digital Insurer Solutions provides a 360 Customer Engagement Platform in Salesforce. The Accenture solutions bring together Agent Sales Effectiveness, Social Life Sales Enabler, Producer Management, Distribution Management and the Digital Contact Center to provide a new and engaging Digital platform for insurers.

Transforming the Customer Digital Experience with Lightning

See Accenture solutions using the Salesforce platform to enable Lightning to digitize customers. These solutions are transforming the customer experience to unleash the power of Lightning to build mobile apps, enable the Lightning desktop experience and build communities.

Paul Daugherty

Saideep Raj

Julie Sweet

Salesforce

Keith Block

Vice Chairman
President and COO
Salesforce

Logistics

Hotel

InterContinental New York Barclay
111 East 48th Street
New York City
New York 10017

Hotel reservations and changes

Accenture will make hotel reservations for participants based upon the information provided in the online registration form. To make changes to your reservations, please contact Jamie Wright at +1 678 657 6161 or jamie.d.wright@accenture.com. Please do not contact the hotel directly for reservations or changes.

Airports

The Intercontinental Times Square is located 12 miles by car or taxi from La Guardia and 17 miles from Newark and John F Kennedy International.

Ground Transportation

The best way to get to and from the airport is by Taxi/Uber/Lift.

Conference attire

The dress code is business casual for all conference sessions and evening events.

Weather

New York City’s weather is warm in May with potential light rain and breeze, with average temperatures ranging from a low of 64°F to a high of 75°F. Please check the New York City weather forecast and conditions before you arrive.

Sponsor

We thank Salesforce for their sponsorship of the Accenture Salesforce Executive Forum 2016, and we look forward to our continued collaboration helping our clients transform industries and accelerate business value.

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